Senior Client Service Associate

Mariner; United States; Remote; USD 65,000 - 90,000; Full time

Job summary

Mariner is seeking a Senior Client Service Associate to deliver exceptional service, nurture client relationships, and provide leadership within a growing team. You will handle client onboarding, maintain files, support billing and office operations, participate in meetings, and identify value-added services Mariner can offer.

This role requires a high school diploma (bachelor's preferred) and 5+ years in client service in financial services; strong communication and organizational skills are

Qualifications

• Client service experience in financial services.
• Strong communication and organizational skills.
• Ability to manage multiple tasks with attention to detail.

Responsibilities

• Build and maintain client relationships aimed at client retention.
• Manage onboarding and implement new clients efficiently.
• Maintain client files and support billing, invoicing and transfers.
• Participate in client meetings and follow up on action items.
• Identify value-added services to meet client needs.

Skills

Problem solving

MS Office Suite

Written communication

Team player

Attention to detail

Education

High school diploma required; bachelor's degree preferred

Tools

Salesforce

Redtail

eMoney

Job description

The senior client service associate is a critical part of the Mariner team, responsible for delivering extraordinary client service, care and leadership. As one of the first associates a client connects with, the senior client service associate is instrumental in making sure clients have a positive experience that exceeds expectations. If you love building relationships, connecting with clients, managing a diversity of tasks, being a leader amongst peers, have a strong attention to detail and want to be an important part of a growing team then this opportunity is for you. The successful associate will be professional, caring and genuinely demonstrate the highest level of client service.

Responsibilities

• Build and maintain client relationships aimed at client retention; manage new client implementation process, coordinate and direct client activities with other team members, and assist as necessary




• Maintain client paper files and electronic data files in a timely manner; compile quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees and collection consulting fees




• Responsible for the day-to-day administrative duties of the office, including but not limited to coordinating and scheduling appointments, marketing, accounts payables, receivables, supporting receptionist as needed




• Participates in client meetings and supports action items post meeting




• Understand the client's overall business needs and help identify value-added services that Mariner can provide




• Work in a matrixed environment and support a diversity of complex clients and relationships




• Review activities within the job scope for sufficient controls to prevent errors, fraud and misstatements of financial results




• Leading and training new client service associates as appropriate




• Attend and participate in learning opportunities through client service associate meetings and internal resources made available through compliance, practice management, etc.




• Perform other duties as assigned

Qualifications

• High school diploma required; bachelor's degree preferred




• 5+ years of client service experience or related business experience in the financial services industry




• Wealth management experience preferred

Skills and Knowledge

• Demonstrates ability and success with problem solving; able to resolve issues without direct supervision




• Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.)




• Experience with eMoney a plus




• Positive attitude toward client relations to provide exceptional, proactive client service




• Demonstrated ability to manage multiple tasks and maintain the necessary attention to detail




• Strong verbal and written communication skills are essential to effective client relationships




• Highly organized with strong analytical skills




• Able to work in a team environment

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.

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